1. To enter a reference for which you already know the details, click on References - Add New Reference.
2. Select the Ref Type (the most frequent being Book, Edited; Book, Section; Book, Whole; Journal; Journal, Electronic; Newspaper Article).
3. Select the Source Type (Print or Electronic).
4. The most important information to enter is that required by the bibliographic style you wish to use to cite your references, (Author, Date, Title, Source, Publisher, and Place of Publication).
5. If you select your citation style in View fields used by: at the top of the New Reference page and scroll to the bottom, a list of the necessary fields is given.
6. If you wish to print out a list of references in the form of a bibliography, go to Bibliography - Create Bibliography.
7. Remember that bibliographic software like RefWorks only records whatever information is put into it, and it is always important to double-check every reference after it has been input or imported.
    

1. You can search library catalogs from within RefWorks,
   e.g. to search CLIO, click on Search - Online Catalog or Database.
2. Select Columbia University (CLIO).
3. A Quick Search is a Keyword search in CLIO; use ? for truncation; and is assumed between words.
4. For a phrase search, use the Advanced Search, selecting "Any Field" from the drop-down menu.
5. There is no equivalent of a CLIO Title search - use an Advanced Search and select "Title, Primary" from the drop-down menu.
6. When you click on "Search", a new Web browser window will open up for the results, and the number of asterisks will indicate how many references have been imported.
7. Once the references have been downloaded, they go into a folder called the "Last Imported" folder (bumping out the previous group of last imported records).
8. Select all or some in the list, and specify which folder you wish to import them into.
9. If you wish to print out a list of references in the form of a bibliography, go to Bibliography - Create Bibliography.

However, some databases do not provide direct export into RefWorks (e.g. the Web of Science databases like Science Citation Index).  Here are tips for importing references from these databases:

1. Select the records that are to be imported, and then click on "Save".  Look for the option to save them in a "field-tagged", a "plain text", or an "ASCII" format, and select that.
2. If you are importing records from CLIO, at the bottom of the CLIO page select the download format Full View and click on "Display for Print/Save".
3. Use the browser's File - Save File As menu command to save the file temporarily as a .txt file on your desktop.  You must save the file as type .txt, but the encoding does not matter.
4. Once the list of references has been saved as a text file on your desktop, open RefWorks and go to References - Import.
5. Choose the Import Filter/Data Source: for the Web of Science databases (Arts and Humanities Citation Index, Science Citation Index, etc.) the Import Filter is called "ISI (Institute for Scientific Information)"; for CLIO, it is called "Endeavor Voyager".
6. Select the appropriate Database filter from the list: for CLIO, use any of the databases listed, since there is no filter specific to CLIO.
7. Browse to find the text file containing your references on your desktop, and then click on "Import".
8. CLIO does not yet have its own filter for importing into RefWorks, and using a filter designed for another database means that some of the data (the publishing information and the subject headings) do not get imported properly. However, you can copy these data from the text file, or from CLIO, into the reference after importing it, by opening the reference and clicking on Edit. Alternatively, do your search in Worldcat and export the references to RefWorks from there.

1. To get started, download Write-N-Cite, which is a small program that must be downloaded to your hard drive from RefWorks under the Tools menu.
2. When writing a paper in Word, open the Write-N-Cite program (you do not need to have the RefWorks Website open, although you do need to be on the Internet to access your references).
3. In Write-N-Cite, open the appropriate folder of references, using the View button at the top left.
4. Make sure that Write-N-Cite can "see" your Word document; if it can't, the message "MS Word Status : Word is not Running" or "MS Word Status : No Document is currently Open" will appear at the top of the Write-N-Cite window.
5. When ready to insert a citation in your paper, either in the body of the paper, or after you have used Insert - Reference - Footnote (or Endnote) in Word, switch over to Write-N-Cite and click on "cite" to the left of the appropriate reference.
6. Switch back to Word, and you will see that the citation initially appears in the paper with double curly brackets around it.
7. To insert page numbers or otherwise edit the citation, put the curser in the citation (in the Word document), then switch back to Write-N-Cite, click on "Edit Citation" at the top right, edit it, and click on "Save to Word".
8. When all the references are inserted in your paper, save the Word document, and then, in Write-N-Cite, click on "Bibliography" at the top, select the correct Output Style from the list, and click on "Create Bibliography".  The program creates the formatted paper as a new document with the document name preceded by the word "Final-".